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Regions Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
501
Smith & Howard Wealth Management
Georgia
$123K -$3.68K -353 -3%
CPA
502
Court Place Advisors
Maryland
$123K -$3.49K -335 -3%
CCM
503
Coldstream Capital Management
Washington
$122K
T
504
TradeWorx
New Jersey
$119K +$117K +11,234 New
SAM
505
SignalPoint Asset Management
Missouri
$118K
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$115K
CAM
507
Cypress Asset Management
Texas
$113K
GIS
508
Guardian Investor Services
New York
$112K -$667 -64 -0.6%
N
509
Natixis
France
$112K +$110K +10,517 New
DG
510
Davidson & Garrard
Virginia
$110K
HHC
511
Hutchin Hill Capital
New York
$108K -$10.3M -989,800 -99%
CDH
512
Charles D. Hyman
$107K -$2.15K -206 -2%
CBU
513
CIBC Bank USA
Illinois
$106K -$4.53K -434 -4%
TH
514
TCTC Holdings
Texas
$106K
ECM
515
Estabrook Capital Management
New York
$97.9K
GLI
516
Guardian Life Insurance
New York
$86K +$3.1K +297 +4%
Envestnet Asset Management
517
Envestnet Asset Management
Illinois
$84K -$21K -2,017 -20%
AAM
518
Advisors Asset Management
Colorado
$82K +$1.04K +100 +1%
Fuller & Thaler Asset Management
519
Fuller & Thaler Asset Management
California
$74K -$63.6K -6,100 -47%
OIA
520
Optimum Investment Advisors
Illinois
$69K
CRCP
521
Copper Rock Capital Partners
Massachusetts
$64K
BFEC
522
Benjamin F. Edwards & Company
Missouri
$64K +$36.5K +3,504 +138%
W
523
Wealthfront
California
$60K +$6.72K +645 +13%
SAMC
524
Shinko Asset Management Company
Japan
$59K
PSC
525
Piper Sandler & Co
Minnesota
$58K +$57.3K +5,500 New